Content

Roles and permissions

Overview of Roles and permissions settings

Roles and permissions settings can be configured in More » Administration » Roles and permissions. Here you can see the existing roles, you can delete them, create a new one and you can also see permissions report. You may edit the name of the role and set what can the user with this role see or do.

To create a new role, simply click on the "New role" green button at the top right. By default, the permissions of the new role are the same as those of the non-member role.

You can drag and drop roles in the list, thus create a hierarchy, which determines which role can delete any other from a project. For example, role A cannot delete a role B from a project if role B is above the role A in the hierarchy.

Easy Redmine 2018 Roles and permissions 01.jpg

There are two types of permissions: global permissions and project permissions

Global - if the user is in this role in any project, he can perform these actions. These actions are valid throughout the system without binding to a single project. Project - only applied to actions in projects where the user is in this role. A special case is setting permissions for users who are not members of any projects. Permissions for these users are set in the role Non-member, which is a system role that can not be deleted. Permissions are grouped by modules and plugins. Here I a brief summary of what which group contains.

Uncategorized

  • Tasks can be assigned to this role: yes or no
  • Tasks can be reassigned only to author: yes or no
  • Tasks visibility: all/non-private tasks in user's projects or tasks created/watched/assigned to the user. The last option includes user's direct subordinates as well (if defined by the organization structure)
  • Spent time visibility: all entries or own entries only
  • Users visibility: all or members of visible projects only
  • Member management: which user roles can assign this particular user role to other users when adding or editing project members

Global permissions

  • Project: you can alow the user to create projects, delete projects, edit projects etc.
  • Action buttons: here you set if and how may the user create or manage action buttons
  • Alerts: set what may your user do with alerts
  • Attendace: you can control here, what may the user do with the attendance and also if he may see only his attendance or also attendance of other users
  • Budgetsheet: you can set here if the user may see the budget sheet as well as rates
  • Chat: here you set whether or not the user may use the chat
  • Contacts: here you set if the user may see or manage contacts
  • Cost estimation: set here if the user may add or remove a cost estimation
  • EasyCashDesk: set if the user may manage cash desk
  • EasyGantt: allow your user to see or make changes through EasyGantt
  • EasyHelpdesk: allow user to use helpdesk
  • EasyPersonal finances: allow your user to see personal finances or manage them
  • Easy timesheets: allow user to see timesheets
  • Knowledge: allows the user to see knowledge posts, add, edit or delete them.
  • Meeting manager: allow users to view meeting manager and edit it
  • Money: here you set if the user may see cashflow prediction and  or history
  • Time tracking: allow your user to view spent time, personal entries, log time for other users or lock entries
  • To-do: allow your user to use to-do list
  • Others: contains permissions to view resource booking module, edit personal homepage and editing profile.

Project permissions

  • Project: here you will find overall permissions of editing project in any way
  • Agile board: allow users to view or edit agile board module
  • Calendar: allow user to see project calendar
  • Cost estimation: allow user to view cost estimation
  • CRM: set if the user may see CRM cases and if he can manage them
  • Documents: allow user to view or manage documents
  • EasyBaselines: Allow user to view or manage Baselines of a project
  • Easy Helpdesk: allow user to use helpdesk module on the project
  • Files: allow user to view or manage files
  • Gantt: allow user to view Gantt chart
  • Invoicing: Allow user to view and manage invoicing within a project
  • Knowledge: allow user to view and manage knowledge post in project
  • Message boards: allow user to view, use and manage message boards
  • Money: allow user to view and manage money on a project
  • News: Allow user to view add and manage news module on a project
  • Quick project planning: allow user to use quick project planning
  • Repository: allow user to view and manage repositories and details
  • Resource management: allow user to view or manage recourse management
  • Task Tracking: Here you set everything that has to do with tasks. Creation, deleting, editing, viewing etc.
  • Time tracking: Allow user to log time, adit time entries or manage project activities
  • Wiki: Allow user to view and manage wiki on a project

Permissions Report

On the Roles and permissions main page, in the sidebar in an option "Permissions report" where you can compare the permissions of the roles.

Easy Redmine 2018 Roles and permissions 02.jpg

Easy Redmine 2019 Free Trial

Full-featured, 30 Days, SSL protected, Daily Backups, In your Geo Location

or